Bridgeworth’s ScottsMiracle-Gro SMG Stock Holding History

Bridgeworth’s Portfolio SMG Stock Details SMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-139	Closed	-$11K	–	471
2018 Q2	$11K	Buy	+139	New	+$11.6K	﹤0.01%	437

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bridgeworth's SMG Position: Q3 2018 in Review

Bridgeworth sold out of ScottsMiracle-Gro (SMG) in Q3 2018, closing a stake of 139 shares — an estimated $11K sold.

Bridgeworth first reported a position in SMG in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 355 funds tracked by Wall St. Rank hold SMG as of Q3 2018.

Bridgeworth reported no remaining ScottsMiracle-Gro position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 139 ScottsMiracle-Gro shares in Q3 2018, an estimated $11K.
Bridgeworth first reported a position in ScottsMiracle-Gro in Q2 2018 and held it in 1 quarter.
Bridgeworth's ScottsMiracle-Gro position peaked at $11K in Q2 2018.
355 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.